Zoll Medical Corporation Employee Savings Plan — Form 5500 plan (Zoll Medical Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zoll Medical Corporation Employee Savings Plan is a benefit plan reported by Zoll Medical Corporation under EIN 04-2711626 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,190 participants and $648,443,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoll Medical Corporation
- EIN
- 04-2711626
- Plan number
- 001
- Plan type
- 2
- Location
- Chelmsford, MA
- Latest filing year
- 2023
- Participants
- 6,190
- End-of-year plan assets
- $648,443,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,190 | H, C | 20240930131124NAL0011210482001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $648,443,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $648,443,676
- Net assets (BOY)
- $518,586,293
Income & contributions
- Employer contributions
- $25,458,839
- Participant contributions
- $48,159,543
- Total contributions
- $82,265,940
- Total income / additions
- $179,795,569
Expenses & distributions
- Benefits paid
- $50,384,240
- Administrative expenses
- -$497,164
- Total expenses
- $49,938,186
- Net increase / (decrease)
- $129,857,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Securities LLC | INVESTMENT ADVISOR | $198,355 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $122,214 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us,Llp | AUDITOR | $37,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$854,483 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zoll Medical Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Chelmsford, MA
- Capfinancial Securities LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Baker Tilly Us,Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation